The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 464 9,300 SH   SOLE   9,300 0 0
ACXIOM CORP COM 005125109 279 9,800 SH   SOLE   9,800 0 0
AK STL HLDG CORP COM 001547108 935 130,000 SH   SOLE   130,000 0 0
ALARM COM HLDGS INC COM 011642105 541 17,600 SH   SOLE   17,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,617 15,000 SH   SOLE   15,000 0 0
AMAYA INC COM 02314M108 311 18,300 SH   SOLE   18,300 0 0
AMAZON COM INC COM 023135106 1,507 1,700 SH   SOLE   1,700 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 7,924 559,222 SH   SOLE   559,222 0 0
AMERICAN ELEC PWR INC COM 025537101 2,685 40,000 SH   SOLE   40,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 58,598 533,876 SH   SOLE   533,876 0 0
APPLE INC COM 037833100 819 5,700 SH   SOLE   5,700 0 0
APPLIED MATLS INC COM 038222105 311 8,000 SH   SOLE   8,000 0 0
ARCH COAL INC CL A 039380407 276 4,000 SH   SOLE   4,000 0 0
AUTODESK INC COM 052769106 320 3,700 SH   SOLE   3,700 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 3,072 300,000 SH   SOLE   300,000 0 0
BANCO DE CHILE SPONSORED ADR 059520106 209 2,900 SH   SOLE   2,900 0 0
BANCO MACRO SA SPON ADR B 05961W105 1,329 15,323 SH   SOLE   15,323 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 184 10,000 SH   SOLE   10,000 0 0
BROCADE COMMUNICATIONS SYS I COM NEW 111621306 8,032 643,600 SH   SOLE   643,600 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 9,144 1,008,192 SH   SOLE   1,008,192 0 0
CF INDS HLDGS INC COM 125269100 6 50,000 SH Call SOLE   50,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 415 1,270 SH   SOLE   1,270 0 0
CME GROUP INC COM 12572Q105 3,564 30,000 SH   SOLE   30,000 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 394 5,489 SH   SOLE   5,489 0 0
COGNEX CORP COM 192422103 613 7,300 SH   SOLE   7,300 0 0
COHERENT INC COM 192479103 350 1,700 SH   SOLE   1,700 0 0
COMMSCOPE HLDG CO INC COM 20337X109 259 6,200 SH   SOLE   6,200 0 0
CONSOLIDATED EDISON INC COM 209115104 2,718 35,000 SH   SOLE   35,000 0 0
COTIVITI HLDGS INC COM 22164K101 1,374 33,000 SH   SOLE   33,000 0 0
ELECTRONIC ARTS INC COM 285512109 376 4,200 SH   SOLE   4,200 0 0
ELLIE MAE INC COM 28849P100 221 2,200 SH   SOLE   2,200 0 0
EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 549 15,781 SH   SOLE   15,781 0 0
ENTEGRIS INC COM 29362U104 297 12,700 SH   SOLE   12,700 0 0
EQUINIX INC COM PAR $0.001 29444U700 240 600 SH   SOLE   600 0 0
FACEBOOK INC CL A 30303M102 724 5,100 SH   SOLE   5,100 0 0
FAIRPOINT COMMUNICATIONS INC COM NEW 305560302 1,691 101,842 SH   SOLE   101,842 0 0
FELCOR LODGING TR INC COM 31430F101 2,514 334,807 SH   SOLE   334,807 0 0
FIRSTENERGY CORP COM 337932107 1,069 33,600 SH   SOLE   33,600 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 534 6,031 SH   SOLE   6,031 0 0
GERDAU S A SPON ADR REP PFD 373737105 27,600 7,999,868 SH   SOLE   7,999,868 0 0
GODADDY INC CL A 380237107 803 21,195 SH   SOLE   21,195 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 2,742 28,239 SH   SOLE   28,239 0 0
GREAT PLAINS ENERGY INC COM 391164100 3,220 110,200 SH   SOLE   110,200 0 0
GRUBHUB INC COM 400110102 760 23,100 SH   SOLE   23,100 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 1,591 9,183 SH   SOLE   9,183 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 2,540 67,113 SH   SOLE   67,113 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 1,110 122,907 SH   SOLE   122,907 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 1,112 65,423 SH   SOLE   65,423 0 0
HEADWATERS INC COM 42210P102 4,247 180,882 SH   SOLE   180,882 0 0
INTEL CORP COM 458140100 245 6,800 SH   SOLE   6,800 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204 980 40,000 SH   SOLE   40,000 0 0
ISHARES MSCI BRZ CAP ETF 464286400 372 400,000 SH Call SOLE   400,000 0 0
ISHARES MSCI BRZ CAP ETF 464286400 470 1,000,000 SH Put SOLE   1,000,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 10 200,000 SH Put SOLE   200,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 1,101 63,000 SH Put SOLE   63,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 112 63,000 SH Call SOLE   63,000 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 2,636 100,000 SH   SOLE   100,000 0 0
ITAU CORPBANCA SPONSORED ADR 45033E105 597 43,974 SH   SOLE   43,974 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 6,377 528,300 SH   SOLE   528,300 0 0
LAM RESEARCH CORP COM 512807108 231 1,800 SH   SOLE   1,800 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 7,516 131,353 SH   SOLE   131,353 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 11,059 124,150 SH   SOLE   124,150 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 5 35,000 SH Call SOLE   35,000 0 0
MICRON TECHNOLOGY INC COM 595112103 3,795 131,301 SH   SOLE   131,301 0 0
MICROSOFT CORP COM 594918104 1,284 19,500 SH   SOLE   19,500 0 0
MINDBODY INC COM CL A 60255W105 851 31,000 SH   SOLE   31,000 0 0
MONOTYPE IMAGING HOLDINGS IN COM 61022P100 332 16,500 SH   SOLE   16,500 0 0
MOSAIC CO NEW COM 61945C103 1,021 35,000 SH   SOLE   35,000 0 0
NETFLIX INC COM 64110L106 1,655 11,200 SH   SOLE   11,200 0 0
NICE LTD SPONSORED ADR 653656108 320 4,700 SH   SOLE   4,700 0 0
NISOURCE INC COM 65473P105 10,372 436,000 SH   SOLE   436,000 0 0
NVIDIA CORP COM 67066G104 1,285 11,800 SH   SOLE   11,800 0 0
ORACLE CORP COM 68389X105 361 8,100 SH   SOLE   8,100 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 2,896 53,401 SH   SOLE   53,401 0 0
PAYPAL HLDGS INC COM 70450Y103 344 8,000 SH   SOLE   8,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 5 500,000 SH Call SOLE   500,000 0 0
PINNACLE WEST CAP CORP COM 723484101 1,918 23,000 SH   SOLE   23,000 0 0
PROGRESS SOFTWARE CORP COM 743312100 218 7,500 SH   SOLE   7,500 0 0
REYNOLDS AMERICAN INC COM 761713106 9,999 158,663 SH   SOLE   158,663 0 0
SALESFORCE COM INC COM 79466L302 280 3,400 SH   SOLE   3,400 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 205 164,200 SH Put SOLE   164,200 0 0
SHOPIFY INC CL A 82509L107 1,117 16,404 SH   SOLE   16,404 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 6 80,900 SH Call SOLE   80,900 0 0
STILLWATER MNG CO COM 86074Q102 3,932 227,661 SH   SOLE   227,661 0 0
SYMANTEC CORP COM 871503108 387 12,600 SH   SOLE   12,600 0 0
TABLEAU SOFTWARE INC CL A 87336U105 382 7,700 SH   SOLE   7,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 207 6,300 SH   SOLE   6,300 0 0
TEMPUR SEALY INTL INC COM 88023U101 19,978 430,000 SH   SOLE   430,000 0 0
TENARIS S A SPONSORED ADR 88031M109 341 10,000 SH   SOLE   10,000 0 0
TERRAFORM GLOBAL INC CL A 88104M101 4,817 1,003,518 SH   SOLE   1,003,518 0 0
TIME WARNER INC COM NEW 887317303 5,951 60,905 SH   SOLE   60,905 0 0
TRANSPORTADORA DE GAS SUR SPON ADR B 893870204 449 31,600 SH   SOLE   31,600 0 0
TRANSUNION COM 89400J107 679 17,700 SH   SOLE   17,700 0 0
VALE S A ADR 91912E105 1,762 196,187 SH   SOLE   196,187 0 0
VALSPAR CORP COM 920355104 1,997 18,000 SH   SOLE   18,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 444 393,000 SH Call SOLE   393,000 0 0
VCA INC COM 918194101 3,001 32,800 SH   SOLE   32,800 0 0
VERINT SYS INC COM 92343X100 334 7,700 SH   SOLE   7,700 0 0
WESTAR ENERGY INC COM 95709T100 5,970 110,000 SH   SOLE   110,000 0 0
WESTERN DIGITAL CORP COM 958102105 743 9,000 SH   SOLE   9,000 0 0
WESTERN REFNG INC COM 959319104 6,200 176,776 SH   SOLE   176,776 0 0
WHITEWAVE FOODS CO COM 966244105 3,895 69,372 SH   SOLE   69,372 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 272 80,000 SH Call SOLE   80,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 288 80,000 SH Put SOLE   80,000 0 0
WORKDAY INC CL A 98138H101 300 3,600 SH   SOLE   3,600 0 0
XCEL ENERGY INC COM 98389B100 5,467 123,000 SH   SOLE   123,000 0 0
YAHOO INC COM 984332106 1,657 35,700 SH   SOLE   35,700 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2,552 105,100 SH   SOLE   105,100 0 0